Xpert Financial Services - Baton Rouge (LA)

Jennifer D Dana has been awesome!

Seth Thibodeaux Mr Royce helped me out with getting a loan and he did an amazinggg job!! Very professional and helped me with everything I needed!!

Matthew J James and Ryan at Capital South Wealth Management are the definition of consummate professionals. Each advisor offers a unique, forward-thinking perspective on investing in a way that is easy to understand for someone like me, without much experience in the financial sector. They are great about meeting with clients to hear their goals and work out a specific plan tailored to your future. What impressed me most was the fact that James and Ryan were so personable in addition to being so knowledgeable; with them, I do not feel like just another account, I feel like a friend. I would not be as comfortable nor as confident with anyone else managing my money, I trust James and Ryan and could not be more happy with my experience at Capital South Wealth Management.

Leslie Straub Matthew is an absolute professional and has been a pleasure to work with for the last 5 plus years. I cant think of a single incident when Matthew hasnt been there for us when we needed him. He has always been prompt and courteous and we would highly recommend and entrust his services to anyone.

Beau Autin I started investing with Broussard Wealth Management almost 2 years ago, and on day one, Bart sat down with me to analyze my current financial picture for my portfolio. As a young person just getting started with retirement planning, I cant emphasize enough how helpful this was. Liddi and Randi, Barts assistants, are always responsive to any questions I have!